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Caldwell Trust

Recent Posts

What Happens To Your Digital Legacy When You Go?

Dec 7, 2017
When developing an estate plan, there are so many elements to worry about that many people end of forgetting a whole category of ...
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Market Preview Week of 12/04/17 - Investor Sentiment

Dec 4, 2017
Major equity indices mixed Volatility picks up late week on news out of D.C. Rotation out of growth stocks into value stocks ...
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Year-end Planning: What's coming?

Nov 30, 2017
As 2017 draws to a close, it’s time to look to 2018 tax planning. This can be important for knowing how much you want to spend, ...
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Market Preview Week of 11/27/17 - Investor Sentiment

Nov 28, 2017
Equity and bond marketing move higher With five weeks remaining, 2017 equity returns very strong Fundamentals continue to be ...
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Market Preview Week of 11/20/17 - Investor Sentiment

Nov 20, 2017
Equity markets mixed 10-year Treasury yeild down slightly Wal-Mart psots strong earnings Tax reform legislation winds through ...
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Market Preview Week of 11/13/17 - Investor Sentiment

Nov 13, 2017
Domestic Markets Trade Down for the Week Telecommunications and Bank Stocks Decline Earnings Season Nearing Conclusion General ...
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Market Preview Week of 11/06/17 - Investor Sentiment

Nov 6, 2017
Jerome Powell nominated as next Federal Reserve Chairman Tax reform legislation introduced Strong Jobs Report General Electric ...
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Do You Come First with Your Financial Advisor?

Nov 2, 2017
Caldwell Trust Company serves as a true fiduciary meaning we hold ourselves to a higher professional standard. Over the past 12 ...
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Market Preview Week of 10/30/17 - Investor Sentiment

Oct 30, 2017
Friday's session propels equity indices higher for the week Bond yields rise marginally once again Better than expected initial ...
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

Sarasota Office

941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292

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